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<p>Acknowledgments v</p> <p>Introduction: Why You Should Invest Like an Endowment vii</p> <p><b>Part I: Investment 101: An Introduction to the Endowment Philosophy of Investing</b></p> <p>Chapter 1 The Current Environment and the Need for New Thinking 3</p> <p>Chapter 2 Common Investment Mistakes 13</p> <p>Chapter 3 Diversification: The Best Investment Strategy 25</p> <p>Chapter 4 Skill-Based Money Managers versus Style Box-Based Money Managers 35</p> <p>Chapter 5 Introduction to the Endowment Philosophy 53</p> <p>Chapter 6 Why Large Endowments Outperform the Market and How You Can, Too! 63</p> <p><b>Part II: Investment Vehicles</b></p> <p>Chapter 7 Mutual Funds, Separately Managed Accounts, Exchange-Traded Funds, and Exchange-Traded Notes 79</p> <p>Chapter 8 Structured Products 89</p> <p>Chapter 9 Hedge Funds and Funds of Funds 97</p> <p><b>Part III: Endowment Asset Classes and Investing Strategies</b></p> <p>Chapter 10 Absolute Return 121</p> <p>Chapter 11 Stocks 129</p> <p>Chapter 12 Bonds 139</p> <p>Chapter 13 Real Assets and Commodities 151</p> <p>Chapter 14 Managed Futures 165</p> <p>Chapter 15 Private Equity 177</p> <p>Chapter 16 Managing Some of Your Money In-House 185</p> <p>Chapter 17 Portable Alpha 197</p> <p><b>Part IV: Designing Your Portfolio</b></p> <p>Chapter 18 Suggested Allocations 211</p> <p>Chapter 19 Choosing and Managing Money Managers 217</p> <p>Chapter 20 Putting It All Together 227</p> <p>Chapter 21 Putting It in Writing: The Investment Policy Statement 243</p> <p>Final Thoughts 259</p> <p>Appendix: Key Terms 261</p> <p>About the Author 269</p> <p>Index 271</p>

<p>Matthew Tuttle, CFP, is a partner in the Private Client Group, LLC, and the President of Tuttle Wealth Management, LLC (an investment management strategic alliance of the Private Client Group, LLC). He has been interviewed on CNBC and CNNfn, and is a frequent contributor to Forbes.com, the Wall Street Journal, SmartMoney, and Dow Jones Newswires.</p>

<p>Praise for How Harvard and Yale Beat the Market</p> <p>"How Harvard and Yale Beat the Market is a must-read for anyone managing his own or other people's money. It demystifies new investments such as hedge funds and principal-protected products. This engaging handbook belongs in every investor's library."</p> <p>—Deborah Weir, Parker Global Strategies, author of Timing the Market: How to Profit in the Stock Market Using the Yield Curve, Technical Analysis, and Cultural Indicators</p> <p>In today's volatile market, investors are looking for new ways to lower their risk profile. For author Matthew Tuttle, the best means of achieving this goal is to look towards large university endowments—which attempt to capture consistent returns while maintaining a low level of risk.</p> <p>How Harvard and Yale Beat the Market explores the benefits of endowment investing and shows you how to structure your individual investment endeavors around an endowment-type portfolio. While the average investor doesn't have access to many of the money managers and vehicles that high-profile endowments use, you can still learn from the investment strategies outlined here and implement them in your own investment activities. Filled with timely tips and practical advice from an expert who designs portfolios based on endowment investment strategies, How Harvard and Yale Beat the Market will put you in a better position to achieve investment success.</p>

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